What are the responsibilities and job description for the Operations Assistant-Financial Services position at Legacy Advisor Network, Ltd.?
About us
Legacy Advisor Network, Ltd. is a small business in Middleton, WI. We are professional, rewarding and our goal is to create and value long-term relationships with clients. These relationships are based on honesty and integrity. We proactively assist our clients in protecting and managing their irreplaceable capital and reducing their tax burden, developing a plan for retirement, and work to optimize their life’s work to those they love. Because we are an independent firm, we are able to aggressively maintain our client-first commitment, without captivity to any single service-provider..
Our work environment includes:
- Modern office setting
- Growth opportunities
- Work-from-home days
We are seeking an Administrative professional to join our team! You will perform administrative duties and support business development functions in order to drive client delight and company success. This Candidate ideally has a background in the Insurance or Financial Services.
Responsibilities:
- Provide support in working with prospective and current clients and advisors
- Address new business work flow and client service needs
- Plan and schedule appointments for Managing Partner
- Assist with requests through inbound email and telephone calls
- Draft correspondences and other documents
- Greet and assist onsite guests
- Refine and implement organized filing system
- Perform all other office tasks
Qualifications:
Previous experience in sales and service administration, particularly in financial services, insurance, investments, etc.
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail and follow through
- Strong organizational skills and desire to learn and grow professionally
- Insurance and/or investment licensing a plus
Job Type: Full-time
Salary: $25.00 - $26.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Day shift
- Monday to Friday
Work Location: Middleton, WI
Job Types: Full-time, Part-time
Pay: $24.00 - $27.00 per hour
Expected hours: 20 – 37 per week
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Experience:
- Administrative: 2 years (Preferred)
Work Location: In person
Salary : $24 - $27